Broker CRM migration guide: scope, reconcile and launch
A practical guide to broker CRM and IB migration, including source mapping, payment testing, trading continuity and an agreed cutover window.
Move the CRM with a plan your team can verify
A broker migration connects financial records, platform accounts, partner relationships and operational workflows. The starting point is an agreed inventory: what must move, what remains on its current system and who approves the result.
The assessment is free. CRM data migration is flat-priced and capped at $4,000; IB data migration is capped at $3,000. Moving both receives one combined quote based on data complexity. Trading-platform, plugin and mobile work is assessed separately.
We map the source records, import into a separate environment, reconcile balances and partner totals, then test the connected workflows. Your team signs off the scope and change window. For a CRM-only move, trading can remain on the existing platform; the plan separately identifies any temporary restrictions on CRM access, wallet transfers or payments.
1. Assess the source and target
Review available client and document exports, platform account identifiers, wallet transactions, partner hierarchy and commission history. Record active integrations and any custom logic. A field visible in a source screen may require a separate export, so confirm the actual files before estimating the work.
The assessment produces mappings, a fixed migration quote, an implementation schedule and acceptance checks. Credentials and source access are handled through the agreed secure handover.
2. Import into a separate environment
Apply the mappings to a rehearsal import. Compare record counts, balance totals, partner relationships and representative client histories. Keep an exception list for incomplete records or workflows that need a decision. Resolve those exceptions before the final cutover.
3. Reconnect the operational workflows
Test a client registration and KYC path, a platform account, a deposit callback, a withdrawal review and a partner commission example. Confirm email branding, staff roles and client support tickets. Train the team using the workflows it will operate after launch.
4. Agree the change window
A CRM-only move can preserve trading on the existing platform. It can still require a short freeze on registrations, wallet movements or payment changes while the final data update is reconciled. The cutover plan specifies those restrictions, provider coordination, fallback steps and the person authorized to proceed.
Moving the trading platform itself is a separate project. Open positions, trading-server state and execution connectivity require their own assessment.
5. Verify the handover
After cutover, repeat the agreed reconciliation and workflow checks. Confirm access, payment statuses and partner reporting, then hand over operating instructions and support responsibilities. Retain the agreed source evidence so questions can be resolved against a known baseline.